GeoWealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

GeoWealth Management’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-159	Closed	-$3.57K	–	1695
2024 Q4	$3.57K	Hold	159	–	–	﹤0.01%	1586
2024 Q3	$3.61K	Buy	+159	New	+$3.58K	﹤0.01%	1492
2022 Q4	–	Sell	-9,013	Closed	-$196K	–	394
2022 Q3	$196K	Buy	9,013 +532	+6%	+$12K	0.02%	241
2022 Q2	$190K	Sell	8,481 -671	-7%	-$15.2K	0.03%	248
2022 Q1	$212K	Buy	9,152 +441	+5%	+$10.7K	0.02%	293
2021 Q4	$219K	Buy	8,711 +9	+0.1%	+$225	0.02%	263
2021 Q3	$219K	Buy	8,702 +23	+0.3%	+$585	0.02%	282
2021 Q2	$222K	Buy	+8,679	New	+$219K	0.03%	194

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

GeoWealth Management's SHYD Position: Q1 2025 in Review

GeoWealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2025, closing a stake of 159 shares — an estimated $3.57K sold.

GeoWealth Management first reported a position in SHYD in Q2 2021 and held it in 8 quarters. The position peaked at $222K in Q2 2021. 122 funds tracked by Wall St. Rank hold SHYD as of Q1 2025.

GeoWealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 159 VanEck Short High Yield Muni ETF shares in Q1 2025, an estimated $3.57K.
GeoWealth Management first reported a position in VanEck Short High Yield Muni ETF in Q2 2021 and held it in 8 quarters.
GeoWealth Management's VanEck Short High Yield Muni ETF position peaked at $222K in Q2 2021.
122 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.